Is the Four-Year Cycle Still Valid? Halving Lore, Liquidity Cycles, and a Live Experiment

Three rounds of "top 12-18 months after the halving" now face two challenges: the halving supply shock mathematically halves each time, while ETFs and macro liquidity emerge as the new dominant variable. The evidence for each hypothesis, their divergent predictions for this cycle, and what to do amid the uncertainty.

Three rounds of "top 12-18 months after the halving" now face two challenges: the halving supply shock mathematically halves each time, while ETFs and macro liquidity emerge as the new dominant variable. The evidence for each hypothesis, their divergent predictions for this cycle, and what to do amid the uncertainty.